This is your SolarWakeup for September 19th, 2022

Safe Travels. I hope everyone shares the excitement about SPI that I have right now. Here are some things I’m thinking about as I board the plane for Anaheim.

Supply, Supply, Supply. We’re entering a time of haves and have nots for development pipeline. With tricky supply chains and demand exceed manufacturing capacity, not every purchaser will be able to get what they need at the price they want. Keep in mind that the entire world is electrifying and adding renewable energy, plus the auto industry is interested in batteries as well.

Pipeline To Execution. Shortages aren’t just in hardware, while capital is plenty, the ability to do everything everywhere isn’t possible. That means investment teams, lawyers, engineers and especially EPCs are choosing their long term partners more than ever before.

Make Those Connections. Take time to walk the show when not in your scheduled meetings, you’ll be surprised who you meet and when you’ll see them again.

An SPI To Learn. We’re coming back together at SPI for the first time in 3 years and for the first time, many of us will have the benefit of learning about new things. Energy storage is part of this market in a big way but not everything is well understood. Not everyone manufacturers and not all manufacturers commission the batteries and almost none of the manufacturers make the software that makes the batteries run. Learn more about the storage ecosystem and the industry’s leading EMS service provider, FlexGen (#2792).

Opinion

Best, Yann